A mixed bag: Schneider Electric and Dassault Systèmes announce very different Q3s

MuM’s Q3 down 7% — but that’s better than Q2

MuM’s Q3 down 7% — but that’s better than Q2 One of the earnings bellwethers in our PLMish universe, Mensch und Maschine (MuM), reported this morning that its Q3 was … not as bad as Q2 … and that it expects Q4 to start ramping back up....
A mixed bag: Schneider Electric and Dassault Systèmes announce very different Q3s

AVEVA reports H1 revenue down 12% cc

AVEVA reports H1 revenue down 12% cc I thought we weren’t going to get an update on AVEVA earnings until Schneider Electric reports Q3 results — but, no, it came sooner. Yesterday, AVEVA said that revenue for its April to September half-year would be...

BSY rings the Nasdaq bell last week

I had promised you a photo of Bentleys ringing the opening bell at the Nasdaq, but can go one better — a video! The first 3:30 minutes or so are of the big LED pilar billboard in Times Square, showing pictures of Bentley employees (“colleagues” in...
Quickie: Bentley IPO now at $22/share

Quickie: Bentley IPO now at $22/share

Quickie: Bentley IPO now at $22/share I am no expert at IPOs but this seems unusual to me: Bentley’s offering had originally set a price range of $17 to $19 per share, then yesterday that range was upped to $19 to $21 — and then last night, it was again...
A mixed bag: Schneider Electric and Dassault Systèmes announce very different Q3s

Quickie: Bentley raises price in IPO

Quickie: Bentley raises price in IPO How interesting: Bentley just filed with the SEC to raise its price per share from $17 to $19, to $19 to $21 — that ups the value of the shares being sold to a max of ​ $259,580,811. Why raise the offering price? Typically,...
Quickies: Bentley sets IPO price, Altair acquires for HPC

Quickies: Bentley sets IPO price, Altair acquires for HPC

Quickies: Bentley sets IPO price, Altair acquires for HPC I go away for a couple of days, and what happens? Yup. Newsy things! Here are two items of interest: Bentley issued another update to its IPO filing, this time with prices for the shares. You can see it here....
A mixed bag: Schneider Electric and Dassault Systèmes announce very different Q3s

ESI Q2 revenue slowed, company sets up for growth

ESI Q2 revenue slowed, company sets up for growth ESI Group reported Q2 results yesterday, to round out our PLMish earnings for the quarter ended June 30, 2020. First the details, then some comments: Total revenue in Q2 was €26 million, down 13% as reported and down...
A mixed bag: Schneider Electric and Dassault Systèmes announce very different Q3s

Autodesk’s Q2 revenue up 15%, comes out swinging on AEC

Autodesk’s Q2 revenue up 15%, comes out swinging on AEC Autodesk has lost none of its swagger, yesterday reporting that total revenue was up 15%, with results across the metrics that investors look at ahead of consensus estimates. Even so, the company’s...